Clearboard Overview
Description
Clearboard is a full marketing intelligence platform built for law firms. It connects your tools, Google Ads, Meta, email, CRM, call tracking, and more, and turns scattered data into clear, actionable insights. You’ll see how your campaigns are performing, where your leads come from, what’s driving signed clients, and what needs fixing. With customizable dashboards, real-time reporting, and an AI assistant to help you ask better questions, Clearboard empowers your team to make confident, data-driven decisions—without getting buried in spreadsheets. No fluff. No black box. Just visibility you can trust.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Firm Analytics, KPIs and Reporting Tools
Legal Business Intelligence
Advanced Analytics
Insights & Recommendations
Power BI integration
Alteryx integration
Integrated Legal KPI Dashboard
Client KPIs
Matter KPIs
Financials
Productivty KPIs
Productivity Target Tracking
Matter Tracker
Trust
Accounts Receivable
Dashboards
Custom Reports
CRM, Marketing and Business Development
Encryption
Customization
Messaging
Client Intake
Scheduling
Data Visualization
Custom Dashboards
Dashboard Templates
Timelines
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